Overview

Required plan

This feature is only available to customers on the Elite subscription plan. To request to upgrade to this plan, please reach out to your Recurly account manager or [email protected] for more details.

Prerequisites

• Enrollment in the Recurly Elite plan is required.
• Activation of credit invoices is necessary.
• An operational and active Braze account is required before synchronization can be enabled.
• Possession of the Braze API key and access to a sandbox for testing are essential.

Definition

Braze provides a leading customer engagement platform that enables and automates personalized cross-channel communications to enhance subscriber engagement, drive retention, and improve the user experience.

Our Braze Integration allows Recurly users to effortlessly feed subscription information into Braze for targeted customer communication.

Key benefits

• Enhanced engagement: Personalized communication with real-time data.
• Real-time synchronization: Ensures up-to-date subscriber information flow.
• Scalable marketing: Supports advanced, data-driven marketing strategies.

Getting started with Braze and Recurly

Integrating Braze with Recurly simplifies the process of sharing subscription data with Braze, enabling targeted communication with customers.

Integration steps

To begin, ensure you have active accounts on both Braze and Recurly.
Follow these steps after setting up your Braze account:

1. Access Recurly: Navigate to the Integrations section in your Recurly account and select Braze.

2. Establish connection with Braze: Enter your Braze API key to connect. Select from the dropdown, the URL of your Braze instance. For instance, your URL might look like:

<https://dashboard-03.braze.com/dashboard/app_usage?locale=en>

2. Complete the setup: Click on 'Connect to Braze' to finalize the integration process.

Braze Profiles

Recurly will create profiles in Braze using the Recurly account_code, which will be sent over as the external_id to Braze.

If you wish to send Recurly account data to Braze, then enable the "Share profile attributes with Braze" checkbox during configuration. This will keep Recurly account data in sync on the Braze profile.

By disabling this configuration, only the custom event and subscription attributes will be sent to Braze, and linked to the Braze external_id.

Configuring custom events in Braze

For effective customer engagement, configuring custom events in Braze to utilize Recurly data is crucial.

Steps to configure custom events

1. Access custom events in braze: Sign into Braze, navigate to “Data Settings,” and select “Custom Events” to initiate the setup.
2. Incorporate Recurly events: Choose “Add Custom Event” to start adding Recurly's events. Ensure to include each event from Recurly for thorough data integration. These events can also be tracked within Braze analytics.

Tip: Always check the “raw data” from test users when setting up your Recurly integration. This data aids in further customer segmentation within Braze.

Custom events

Configuring campaigns in Braze

Within Braze, navigate to “Messaging” and select “Campaigns”. Here you will configure the customer communication that will be sent to your customers across different channels.

Note: Please note that while merchants can create numerous campaigns in Braze, not all of them will be driven by Recurly events

1. Sign into Braze: Navigate to the Data Settings and select Custom Events to begin configuring a new campaign.
2. Schedule delivery: When on this step, select Action Based delivery type, and specify the New Trigger Action to be based on one of the Recurly Custom Events.
3. Specify values: Custom event values can also be included as additional property filters for granular message configuration.

Configuring Segments and Canvases in Braze using Custom Attributes

Braze allows you to create deep segmentation within Braze to craft automatic communications throughout the entire subscriber lifecycle to create dynamic and personalized journeys that adapt to individual preferences and behaviors.
Recurly will send two types of Custom Attributes to Braze:

1. Account Custom Attributes: Recurly will send account custom attributes to Braze to update the primary Braze account data, and store as a custom attribute on the user.
2. Subscription Custom Attributes: Recurly will save subscription custom attributes on the Braze user, including multiple subscriptions.

Note: When account or subscription data is updated, Recurly will only transmit the new or changed account or subscription information to Braze. This method is designed to conserve data points, which are a component of merchants' contracts with Braze. By only sending updated values, our integration aims to be mindful of costs and avoid unnecessary expenditure on data points.

Segments

Power your segmentation efforts using Recurly subscriber data. You can use the custom attribute information including top-level custom attribute data or nested objects to build out your customer segments. This will help you to better customize messaging for each segment like lapsed users, loyal users, users on specific plans, or target users with a failed payment for example.

Canvases

Leverage your segments in Braze’s canvas functionality to create customer journey communication. Canvases include the ability to create a series of communications across different channels with a predefined cadence. With Canvases you can:

• Create campaigns to invite past subscribers back with appealing offers.
• Reward loyal subscribers with discounts as a gesture of appreciation.
• Offer guidance and tips to users who engage less frequently, highlighting new or upcoming features they might enjoy.
• Provide new subscribers with easy-to-follow guides to enhance their experience from the start.
• For any issues with payment failures, send friendly reminders to update payment methods to ensure uninterrupted access.

Dunning Guide

Targeting subscribers with a failed payment with specific messaging is a great way to ensure that you’ll recover unpaid invoices, decrease involuntary churn, and increase subscriber LTV.

Build out canvases that can be triggered by the custom event: "Recurly Failed Recurring Payment" so the canvas will be triggered any time that event is logged to a user profile. To target an audience of a specific plan, then use "Add property filters" in the triggering section to only trigger for "Recurly Failed Recurring Payment" events with the associated plan. This is also true for the exception event, when a customer will exit the Dunning canvas.

Utilize Braze to enhance dunning communications by engaging customers through their preferred channels. Integrating both email and SMS messaging strategies allows for a more dynamic reach, ensuring messages are seen by customers. Additionally, incorporating in-app content cards presents the message prominently upon application login, keeping it top of mind for users. When planning to send messages via multiple channels simultaneously, Braze simplifies the process. Instead of setting up separate message steps for each channel, you can easily add multiple channels within a single step using the "+" icon. This approach streamlines the setup and ensures a cohesive communication strategy across platforms.

Testing your Braze integration

To test your Braze integration, follow the steps outlined by Braze to create test user groups, and test users. Once you have added test users, you will be able to see their data appear in the event user log outlined in the Braze documentation. With these steps, you can identify the values and payloads being sent from Recurly to Braze, which you can then utilize in your segmentation, canvases, and campaigns.

Recurly data sync

Custom Attribute data will sync to Braze as Custom Events are triggered. For example, for each monthly subscription renewal, custom attribute data will be populated in Braze, and these subscriber accounts will be “backfilled” over the course of one calendar month. Whereas annual subscriptions will take a full calendar year to have custom attribute data populated in Braze. To have manually kickoff a sync, please reachout to support.

FAQ

Q: Do I need to disable Recurly emails if I want to utilize Braze?

A: For any overlapping messages with what is configured in Recurly and Braze, ensure that one system is disabled for that message so that customers do not receive multiple messages for the same event.